Atlanta Electricals Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹12,819 Cr
- P/E
- 58.73
- ROE
- 31.71%
- PEG
- 1.80
- Price to sales
- 6.40
- Debt to equity
- 0.05
- 52W high / low
- ₹2,152 / ₹726
- Sales growth (5Y)
- 36.46%
- EBITDA margin
- 18.61%
- Net profit margin
- 10.95%
- Promoter holding
- 87.28%
- Sales (last year)
- ₹2,003 Cr
Incorporated in 1983, Atlanta Electricals Ltd is in the business of supplying a wide range of power transformers.[1]
Guidance scorecard · Q1 FY27 call
What Atlanta Electric's management guided
and where it ranks in Electrical Equipment
Electrical Equipment
RevenueQ1 FY27 call
40%+- The company targets a 40% CAGR growth in revenue over the next three years, maintaining this consistently as communicated to investors.
- For FY27, revenue guidance is approximately 40% year-on-year growth from last year's INR 1,851 crores.
- The order book provides strong revenue visibility, with INR 2,400 crores of executable orders expected during FY27.
- Volume growth is supported by expanded manufacturing capacity, with a capacity of 63,060 MVA and 4,381 MVA sales-based utilization in Q1 FY27.
- Export revenue is targeted to contribute 15% of total revenues within three years, with initial orders being executed starting next financial year.
2 more points from Atlanta Electric's call on revenue
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MarginsQ1 FY27 call
FlatSee what Atlanta Electric said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- Atlanta Electricals is investing in a new tank and radiator facility planned to go live by the end of the year.
- Approximate capex of INR 180 crores allocated for this facility, with INR 15-20 crores already spent on land and building structures.
- The company is progressing with technology tie-ups for 400 kV and 765 kV transformer products, including a one-time fee of USD 3-5 million and ongoing royalties of 2-4% for 3-4 years on 765 kV products.
2 more points from Atlanta Electric's call on capex
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FundraisingQ1 FY27 call
See what Atlanta Electric said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
Rising- As of June 30, 2026, Atlanta Electricals Limited has an unexecuted order book of approximately INR 3,100 crores.
- Out of this, around INR 2,400 crores worth of orders are expected to be executed in the current financial year (FY27).
- The company experienced a record quarterly order inflow of INR 972.42 crores in Q1 FY27.
- The total outstanding order book reached INR 3,116.63 crores as of June 30, 2026.
- Higher capacity products (220 kV class) constitute over 55% of the total order book.
- Orders for 400 kV transformers and reactors contribute nearly INR 275 crores.
2 more points from Atlanta Electric's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Electrical Equipment
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Electrical Equipment companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹72,673 Cr | 18.1 | |
| 2 | 40%+ | Up 2%+ | ₹21,700 Cr | 158.1 | |
| 3 | 40%+ | Up 2%+ | ₹491 Cr | 12.2 | |
| 4 | 40%+ | Up 0–2% | ₹12,434 Cr | 48.4 | |
| 5 | 40%+ | Up 0–2% | ₹2,042 Cr | 35.4 | |
| 6 | 40%+ | Up 0–2% | ₹529 Cr | 7.0 |
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Pro shows every company guiding 40%+ revenue growth →Full Electrical Equipment rankingFinancials of Atlanta Electric
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Atlanta Electric
Quarterly Results
Quarter-by-quarter operating performance
| Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Sales + | 300 | 270 | 263 | 411 | 315 | 317 | 472 | 748 |
| Expenses + | 259 | 228 | 221 | 343 | 266 | 262 | 381 | 598 |
| Operating Profit | 41 | 42 | 42 | 69 | 49 | 55 | 91 | 150 |
| OPM % | 14% | 16% | 16% | 17% | 15% | 17% | 19% | 20% |
| Other Income + | 1 | 3 | -0 | 3 | 2 | 2 | 3 | 7 |
| Interest | 7 | 6 | 11 | 10 | 7 | 13 | 21 | 16 |
| Depreciation | 2 | 2 | 2 | 2 | 2 | 6 | 9 | 9 |
| Profit before tax | 34 | 37 | 28 | 60 | 42 | 38 | 65 | 132 |
| Tax % | 27% | 28% | 21% | 25% | 26% | 33% | 33% | 22% |
| Net Profit + | 25 | 27 | 22 | 45 | 31 | 25 | 43 | 102 |
| EPS in Rs | 17.36 | 18.77 | 3.11 | 6.24 | 4.35 | 3.26 | 5.64 | 13.29 |
Financials of Atlanta Electric
Profit & Loss
Annual income statement trend
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Sales + | 391 | 595 | 874 | 868 | 1,244 | 1,852 |
| Expenses + | 359 | 548 | 733 | 749 | 1,051 | 1,507 |
| Operating Profit | 32 | 47 | 140 | 119 | 194 | 344 |
| OPM % | 8% | 8% | 16% | 14% | 16% | 19% |
| Other Income + | 2 | 2 | 3 | 4 | 6 | 14 |
| Interest | 22 | 21 | 28 | 30 | 34 | 57 |
| Depreciation | 3 | 4 | 5 | 6 | 6 | 26 |
| Profit before tax | 9 | 24 | 110 | 87 | 159 | 276 |
| Tax % | 34% | 27% | 21% | 27% | 26% | 27% |
| Net Profit + | 7 | 17 | 87 | 64 | 119 | 202 |
| EPS in Rs | 4.88 | 12.12 | 61.10 | 44.37 | 16.57 | 26.24 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% |
Financials of Atlanta Electric
Balance Sheet
Capital structure and asset base
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 14 | 14 | 14 | 14 | 14 | 15 |
| Reserves | 72 | 90 | 151 | 214 | 336 | 914 |
| Borrowings + | 56 | 76 | 74 | 49 | 146 | 51 |
| Other Liabilities + | 212 | 256 | 322 | 282 | 370 | 529 |
| Total Liabilities | 355 | 436 | 561 | 559 | 866 | 1,509 |
| Fixed Assets + | 47 | 47 | 47 | 65 | 76 | 507 |
| CWIP | 1 | 0 | 3 | 12 | 113 | 30 |
| Investments | 0 | 0 | 1 | 1 | 1 | 13 |
| Other Assets + | 306 | 389 | 510 | 482 | 676 | 959 |
| Total Assets | 355 | 436 | 561 | 559 | 866 | 1,509 |
Financials of Atlanta Electric
Cash Flows
Operating, investing and financing cash movement
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 29 | -0 | 52 | 88 | 84 | 184 |
| Cash from Investing Activity + | -14 | -5 | -18 | -36 | -141 | -403 |
| Cash from Financing Activity + | -15 | 5 | -31 | -56 | 57 | 225 |
| Net Cash Flow | -0 | -0 | 3 | -3 | 0 | 6 |
| Free Cash Flow | 20 | -3 | 45 | 56 | -30 | 68 |
| CFO/OP | 107% | 5% | 49% | 94% | 65% | 77% |
Financials of Atlanta Electric
Ratios
Working capital efficiency and return ratios
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Debtor Days | 181 | 145 | 109 | 76 | 103 | 84 |
| Inventory Days | 84 | 89 | 107 | 137 | 86 | 102 |
| Days Payable | 232 | 192 | 160 | 137 | 124 | 112 |
| Cash Conversion Cycle | 33 | 42 | 56 | 76 | 65 | 74 |
| Working Capital Days | 23 | 40 | 29 | 48 | 51 | 55 |
| ROCE % | 28% | 66% | 45% | 50% | 45% |
Guidance history
How Atlanta Electric's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 40%+ | Flat | Planned | — | Rising |
| Q4 FY26 call → | 40%+ | Flat | Planned | Planned | Rising |
| Q3 FY26 call → | 40%+ | Flat | Planned | — | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
35 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | +70.8% | 90% |
| Last 6 months | −4.8% | 46% |
| Last 3 months | +9.6% | 79% |
The price is 22.5% below its all-time high of ₹2,151.5 (4 Jun 2026). Stocks more than 20% below their peak have their score halved, so 70 became 35.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Atlanta Electric: 0.4 × 90 + 0.4 × 46 + 0.2 × 79 = 70, halved to 35 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Atlanta Electric's management said in earlier quarters
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